See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,895 | $90,503-51.5% | $78,689-44.2% | $273,961-84.0% |
| Participation rate | 26.3% | 76.5%-50.2pp | 73.6%-47.2pp | 83.0%-56.7pp |
| Annual return | 12.20% | 75.60%-63.4pp | 62.18%-50.0pp | 41.45%-29.3pp |
| Employer contribution / active EE | $509 | $3,176-84.0% | $2,851-82.1% | $4,869-89.5% |
| Participant deferral / active EE | $2,351 | $3,901-39.7% | $3,517-33.2% | $5,287-55.5% |
| Admin fee / account holder | $11,288 | $5,263+114.5% | $4,510+150.3% | $10,132+11.4% |